John Strout II is a financial advisor with Prosperity Capital Advisors, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sailwinds Financial Strategies, Inc., Key Motors of South Burlington, and the U.S. Department of the Army. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing suites from providers such as BlackRock, Dimensional, and Vanguard, and offers separately managed accounts and retirement plan services.

Ira Goldberg is a financial advisor at Perigon Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanderbilt Securities, LLC, Triad Advisors, Inc., Gitterman Wealth Management, LLC, and VOYA Financial Advisors, Inc. Goldberg’s background includes roles in both investment advisory and insurance sales. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of wrap-fee programs, distinguishing itself through its service to banking institutions and management of sub-advisor relationships.

Ryan Corcoran is a financial advisor at Leo Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth, he worked at Private Advisor Group and has held roles outside the financial sector, including positions at Ted's Restaurant & Bar and PGA Superstore. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering a range of services including portfolio management, financial planning, and fiduciary consulting. The firm employs a combination of ETF-based core and thematic models along with systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at multiple firms, including Benefit Providers LLC and Roseland Retirement Planning. Outside of her advisory work, Mary is involved in real estate sales through Blue Line Realty and serves as president of Retire Now LLC, focusing on insurance product sales. Simplicity Wealth provides advisory services to a diverse clientele, including individual investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through its managed account platform.

Sean Donovan is a CFP® with 14 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent 13 years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutions, and employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Matthew Wegryn is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2023. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023, and Foresters Financial Services from 2017 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Marc Scudillo is a CFP® professional with 30 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His career includes roles at EisnerAmper Wealth Management, Aurora Private Wealth, EverBank, and DAI Securities, among others. Outside of his advisory work, he holds CFO positions with software technology companies Smart Data Fusion, LLC and ShelfScreen, LLC, and serves as Executive Vice President and shareholder of EAG Wealth Management Strategies LLC. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a diversified investment approach with discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, B. Riley Wealth Advisors, Wunderlich Securities, Dominick & Dickerman, and Credit Suisse Securities. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team advisor, combining customized portfolios, model portfolios, and third-party solutions, and uses extensive digital platforms and tools to support client strategies.

Martin Nielsen is a financial advisor at Tucker Asset Management LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Tucker Asset Management, he worked at Nielsen Financial Group, APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and Premier College Funding. Nielsen is also active as an insurance agent, providing fixed and traditional insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation process and integrates alternative investments, including private and non-liquid opportunities, within its portfolios.

Jared Margolies is a financial advisor at Simplicity Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC for 15 years. Margolies is involved in compliance and investment relations with Simplicity Group Holdings. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and customized screening.

Spencer Fried is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Merrill for 15 years before joining IAM Advisory LLC and currently practices at Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising process supported by proprietary Wealthcare software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Kenneth Gilmore is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B. Riley Wealth Advisors since 2010, following prior roles at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory work, he serves on the board of trustees at Cadwell University and is a committee member at Children’s Specialized Hospital. B. Riley Wealth Advisors offers investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs various programs, including Advisor-as-Portfolio-Manager and third-party managed platforms, and manages over $4 billion in client assets through a team of about 173 advisors.

Diana Ianni is a financial advisor at CW Advisors, LLC with one year of experience. She holds the CFP® and Series 63 designations. Before joining CW Advisors in 2025, she spent 18 years at Delta Financial Group, Inc. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that combines active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.